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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lee Financial Co

Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001172661-25-000432

Total Value
$712.2M
Positions
273
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (273)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200267,429$157.4M22.11%
2ISHARES TR4642875071,286,049$80.1M11.25%
3SCHWAB STRATEGIC TR8085247712,493,356$59.0M8.29%
4BERKSHIRE HATHAWAY INC DELBRK-A86,984$39.4M5.54%
5ISHARES TR464287309346,205$35.2M4.94%
6APPLE INCAAPL114,968$28.8M4.04%
7FIRST TR EXCHANGE-TRADED FD33738D101768,289$27.4M3.85%
8ISHARES TR464288679221,437$24.4M3.42%
9SPDR GOLD TRGLD79,279$19.2M2.70%
10SELECT SECTOR SPDR TR81369Y506208,775$17.9M2.51%
11INVESCO QQQ TRIVZ31,530$16.1M2.26%
12SCHWAB STRATEGIC TR808524508329,647$9.1M1.28%
13ISHARES TR46428716861,753$8.1M1.14%
14SCHWAB STRATEGIC TR808524201349,250$8.1M1.14%
15SCHWAB STRATEGIC TR808524755207,874$6.9M0.97%
16ISHARES TR46428748144,875$5.7M0.80%
17ISHARES TR46428780442,678$4.9M0.69%
18ISHARES TR46428825740,484$4.8M0.67%
19BROADCOM INCAVGO17,462$4.0M0.57%
20MICROSOFT CORPMSFT9,440$4.0M0.56%
21NVIDIA CORPORATIONNVDA25,907$3.5M0.49%
22ENERGY TRANSFER L PET-PI172,968$3.4M0.48%
23MICROSOFT CORPMSFT7,619$3.2M0.45%
24VANGUARD INDEX FDS92290876910,174$2.9M0.41%
25SCHWAB STRATEGIC TR80852470695,793$2.6M0.36%
26EXXON MOBIL CORPXOM23,269$2.5M0.35%
27AMAZON COM INCAMZN11,235$2.5M0.35%
28SCHWAB STRATEGIC TR80852460793,152$2.4M0.34%
29ALKAMI TECHNOLOGY INCALKT62,508$2.3M0.32%
30ABBVIE INCABBV11,241$2.0M0.28%
31WATSCO INCWSO-B4,056$1.9M0.27%
32PHILIP MORRIS INTL INC71817210915,690$1.9M0.27%
33ISHARES TR46432F84226,816$1.9M0.26%
34ISHARES TR4642874089,500$1.8M0.25%
35ELI LILLY & COLLY2,345$1.8M0.25%
36BROADRIDGE FINL SOLUTIONS IN11133T1037,818$1.8M0.25%
37VANGUARD INDEX FDS9229087517,344$1.8M0.25%
38BROADCOM INCAVGO7,358$1.7M0.24%
39PAYCHEX INCPAYX11,984$1.7M0.24%
40ENTERPRISE PRODS PARTNERS L29379210752,744$1.7M0.23%
41ENTERGY CORP NEWENO21,242$1.6M0.23%
42BLACKROCK INCBLK1,571$1.6M0.23%
43ISHARES TR46428745719,179$1.6M0.22%
44SCHWAB STRATEGIC TR80852480582,389$1.5M0.21%
45ONEOK INC NEWOKE15,139$1.5M0.21%
46CANADIAN NAT RES LTD13638510148,388$1.5M0.21%
47ENBRIDGE INCENNPF34,347$1.5M0.20%
48HOME DEPOT INCHD3,659$1.4M0.20%
49JPMORGAN CHASE & CO.VYLD5,824$1.4M0.20%
50MORGAN STANLEYMS-PQ11,073$1.4M0.20%
51VIPER ENERGY INCVNOM28,359$1.4M0.20%
52ABBOTT LABSABLZF11,827$1.3M0.19%
53STERIS PLCSTE6,486$1.3M0.19%
54JPMORGAN CHASE & CO.VYLD5,502$1.3M0.19%
55UNITEDHEALTH GROUP INCUNH2,591$1.3M0.18%
56SERVICE CORP INTL81756510416,218$1.3M0.18%
57OLD REP INTL CORP68022310435,309$1.3M0.18%
58ISHARES TR46428827320,766$1.3M0.18%
59CISCO SYS INCCSCO20,971$1.2M0.17%
60RESTAURANT BRANDS INTL INC76131D10318,987$1.2M0.17%
61WALMART INCWMT13,690$1.2M0.17%
62COMPASS DIVERSIFIEDCODI-PC53,265$1.2M0.17%
63SUNOCO LP/SUNOCO FIN CORPSUN23,440$1.2M0.17%
64DORCHESTER MINERALS LPDMLP35,605$1.2M0.17%
65ENLINK MIDSTREAM LLC29336T10083,836$1.2M0.17%
66NEWMONT CORPNEMCL31,744$1.2M0.17%
67LINDE PLCLIN2,805$1.2M0.16%
68MASTERCARD INCORPORATEDMA2,212$1.2M0.16%
69COSTCO WHSL CORP NEW22160K1051,252$1.1M0.16%
70AMERICAN TOWER CORP NEW03027X1006,121$1.1M0.16%
71ARKO CORPARKO170,000$1.1M0.16%
72META PLATFORMS INCMETA1,859$1.1M0.15%
73COCA COLA COKO17,258$1.1M0.15%
74ORACLE CORPORCL-PD6,436$1.1M0.15%
75FERGUSON ENTERPRISES INCFERG6,122$1.1M0.15%
76VISA INCV3,336$1.1M0.15%
77HOME DEPOT INCHD2,704$1.1M0.15%
78FIDELITY NATIONAL FINANCIALFNF18,670$1.0M0.15%
79FASTENAL COFAST14,543$1.0M0.15%
80DEERE & CODE2,365$1.0M0.14%
81MERCK & CO INCMRK9,810$976,9430.14%
82MARTIN MIDSTREAM PRTNRS L P573331105271,369$974,2150.14%
83AMGEN INCAMGN3,711$967,2360.14%
84ESSENTIAL UTILS INC29670G10226,194$951,3670.13%
85ALPHABET INCGOOG4,931$933,4390.13%
86S&P GLOBAL INCSPGI1,848$920,3600.13%
87CANADIAN NATL RY CO1363751028,800$893,2880.13%
88ISHARES TR4642876142,219$891,1070.13%
89INTERNATIONAL PAPER CO46014610316,515$888,8380.12%
90GLOBAL PARTNERS LPGLP-PB18,800$875,1400.12%
91ALLY FINL INC02005N10023,761$855,6340.12%
92ISHARES INC46434G10316,286$850,4530.12%
93ISHARES TR46432F3964,042$836,3710.12%
94ALPHABET INCGOOG4,332$824,9870.12%
95VANECK ETF TRUST92189H6073,000$813,6900.11%
96GENESIS ENERGY L PGEL77,443$782,9490.11%
97TEXAS INSTRS INC8825081044,106$769,9170.11%
98BROADSTONE NET LEASE INCBNL45,461$729,5450.10%
99ISHARES TR46435U51528,900$719,6100.10%
100COCA COLA COKO11,546$718,8540.10%
101BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.10%
102J P MORGAN EXCHANGE TRADED F46641Q83713,005$656,7590.09%
103SCHWAB STRATEGIC TR80852473022,421$651,3410.09%
104ISHARES TR4642884145,584$594,9760.08%
105VANGUARD INDEX FDS9229083631,099$592,1250.08%
106INVESCO EXCHANGE TRADED FD TIVZ3,288$576,1570.08%
107SYSCO CORPSYY7,479$571,8450.08%
108ISHARES TR4642872265,821$564,0550.08%
109VIPER ENERGY INCVNOM10,935$536,5810.08%
110CHEVRON CORP NEWCVX3,637$526,8110.07%
111SCHWAB STRATEGIC TR80852484724,379$513,4220.07%
112TESLA INCTSLA1,255$506,8200.07%
113ABBOTT LABSABLZF4,390$496,5530.07%
114VANECK ETF TRUST92189H20110,500$484,0500.07%
115SPDR S&P 500 ETF TRSPY803$470,7640.07%
116APPLE INCAAPL1,870$468,2860.07%
117JOHNSON & JOHNSONJNJ3,237$468,1350.07%
118MPLX LPMPLXP9,770$467,5930.07%
119ISHARES TR46435UAA919,430$465,5430.07%
120TARGA RES CORPTRGP2,607$465,3500.07%
121ISHARES TR46435GAA019,330$465,2740.07%
122ISHARES TR46434VBD118,500$463,4250.07%
123LENNAR CORPLEN-B3,391$462,4310.06%
124WILLIAMS COS INC9694571008,039$435,0710.06%
125VANGUARD WORLD FD92204A702695$432,1510.06%
126NETFLIX INCNFLX479$426,9430.06%
127ISHARES TR46429B7474,236$426,1420.06%
128PLAINS ALL AMERN PIPELINE L72650310524,552$419,3490.06%
129INTERNATIONAL BUSINESS MACHSINTR1,901$417,8970.06%
130ISHARES TR46436E48620,000$407,0000.06%
131PEPSICO INCPEP2,657$405,2720.06%
132CROSSAMERICA PARTNERS LPCAPL18,000$396,0000.06%
133HF SINCLAIR CORPDINO11,253$394,4180.06%
134NUVEEN AMT-FREE MUN VALUE FDNU28,871$392,0690.06%
135ENERGY TRANSFER L PET-PI19,993$391,6630.05%
136WESTERN MIDSTREAM PARTNERS LWES10,144$389,8340.05%
137ABBVIE INCABBV2,173$386,0670.05%
138ENTERPRISE PRODS PARTNERS L29379210711,825$370,8320.05%
139CHIPOTLE MEXICAN GRILL INCCMG6,050$364,8150.05%
140CONSTELLATION BRANDS INCSTZ1,624$358,9040.05%
141KINDER MORGAN INC DELEP-PC13,089$358,6390.05%
142TARGA RES CORPTRGP2,000$357,0000.05%
143DANAHER CORPORATION2358511021,539$353,4360.05%
144MPLX LPMPLXP7,372$352,8240.05%
145ACCENTURE PLC IRELANDACN980$344,7550.05%
146BLACKSTONE INCBX1,959$337,7110.05%
147ISHARES TR46436E20514,550$331,7400.05%
148PLAINS ALL AMERN PIPELINE L72650310519,323$330,0370.05%
149CISCO SYS INCCSCO5,537$327,7910.05%
150TC ENERGY CORPTRPRF7,004$326,4540.05%
151BLACK STONE MINERALS L PBSMLP22,350$326,3100.05%
152SPDR SER TR78464A6073,280$324,2610.05%
153WORLD GOLD TRGLDW6,188$321,7150.05%
154TEXAS INSTRS INC8825081041,715$321,5800.05%
155SOUTHWEST AIRLS CO8447411089,313$314,6860.04%
156SM ENERGY COSM8,000$310,0800.04%
157PFIZER INCPFE11,575$307,0800.04%
158FEDEX CORPFDX1,084$306,4430.04%
159SUN CMNTYS INC8666741042,432$299,1110.04%
160NEXTERA ENERGY INCNEE-PW4,165$298,5890.04%
161CONOCOPHILLIPSCOP2,941$291,6590.04%
162PROCTER AND GAMBLE CO7427181091,716$287,6880.04%
163CHENIERE ENERGY INCLNG1,330$285,7780.04%
164MARATHON PETE CORPMARA2,041$284,7200.04%
165VANGUARD INDEX FDS922908736691$283,6150.04%
166VERITEX HLDGS INC92345110810,035$272,5510.04%
167VANGUARD INDEX FDS9229086291,030$271,9340.04%
168ISHARES TR4642886385,245$270,1700.04%
169HESS MIDSTREAM LPHESM7,181$265,9130.04%
170ISHARES INC4642865252,416$263,8280.04%
171CROSSFIRST BANKSHARES INC22766M10917,314$262,3080.04%
172CROWDSTRIKE HLDGS INCCRWD765$261,7530.04%
173TJX COS INC NEW8725401092,167$261,7500.04%
174LOCKHEED MARTIN CORPLMT532$258,5210.04%
175ONEOK INC NEWOKE2,539$254,9160.04%
176NUVEEN SELECT MAT MUN FDNU29,000$252,5900.04%
177MCDONALDS CORPMCD867$251,3490.04%
178MERCK & CO INCMRK2,503$250,7600.04%
179UNITEDHEALTH GROUP INCUNH492$248,8840.03%
180PAYCHEX INCPAYX1,721$241,3190.03%
181HCA HEALTHCARE INCHCA788$236,6420.03%
182EATON CORP PLCETN712$236,2920.03%
183BNY MELLON STRATEGIC MUNS IN05588W10838,070$229,9440.03%
184ALPHABET INCGOOG1,202$228,9090.03%
185HESS MIDSTREAM LPHESM6,180$228,8460.03%
186AMAZON COM INCAMZN1,043$228,8240.03%
187PARKER-HANNIFIN CORPPH359$228,3350.03%
188ENLINK MIDSTREAM LLC29336T10015,699$222,1410.03%
189CHENIERE ENERGY INCLNG1,033$221,9610.03%
190SHERWIN WILLIAMS COSHW641$217,8960.03%
191SUN LIFE FINANCIAL INC.SUNFF3,599$213,5400.03%
192BOEING COBA-PA1,194$211,3380.03%
193ALPHABET INCGOOG1,109$209,9340.03%
194APPLIED MATLS INC0382221051,290$209,8260.03%
195PALANTIR TECHNOLOGIES INCPLTR2,732$206,6220.03%
196NVIDIA CORPORATIONNVDA1,537$206,4040.03%
197THERMO FISHER SCIENTIFIC INCTMO393$204,5140.03%
198ISHARES TR4642878613,918$203,9720.03%
199CSX CORPCSX6,196$199,9450.03%
200ALPHATEC HLDGS INCATEC20,431$187,5570.03%
201KIMBELL RTY PARTNERS LP49435R10210,417$169,0680.02%
202BNY MELLON STRATEGIC MUN BD09662E10929,000$168,4900.02%
203ENTERGY CORP NEWENO2,154$163,3170.02%
204IVEDA SOLUTIONS INCIVDAW30,000$148,2000.02%
205WILLIAMS COS INC9694571002,680$145,0420.02%
206BROADRIDGE FINL SOLUTIONS IN11133T103617$139,7680.02%
207PHILIP MORRIS INTL INC7181721091,118$135,6700.02%
208BLACKROCK INCBLK113$115,8380.02%
209TETRA TECHNOLOGIES INC DEL88162F10532,000$114,5600.02%
210AMGEN INCAMGN399$103,9960.01%
211ENBRIDGE INCENNPF2,257$95,7650.01%
212APARTMENT INVT & MGMT COAPA10,000$90,9000.01%
213MORGAN STANLEYMS-PQ718$90,2670.01%
214S&P GLOBAL INCSPGI176$87,6540.01%
215SUNOCO LP/SUNOCO FIN CORPSUN1,663$85,5450.01%
216LINDE PLCLIN194$81,2220.01%
217META PLATFORMS INCMETA136$79,6300.01%
218WATSCO INCWSO-B167$79,1400.01%
219TESLA INCTSLA166$67,0380.01%
220SYSCO CORPSYY791$60,4800.01%
221CANADIAN NAT RES LTD1363851011,892$58,8540.01%
222AMERICAN TOWER CORP NEW03027X100317$58,4880.01%
223PROCTER AND GAMBLE CO742718109347$58,2010.01%
224NETFLIX INCNFLX65$57,9360.01%
225ALLY FINL INC02005N1001,608$57,9050.01%
226STERIS PLCSTE273$56,1180.01%
227ELI LILLY & COLLY72$55,5840.01%
228TC ENERGY CORPTRPRF1,181$54,9520.01%
229FIDELITY NATIONAL FINANCIALFNF928$52,0980.01%
230INTERNATIONAL PAPER CO460146103934$50,2680.01%
231SERVICE CORP INTL817565104613$48,9300.01%
232OLD REP INTL CORP6802231041,300$47,0470.01%
233RESTAURANT BRANDS INTL INC76131D103715$46,8650.01%
234COMPASS DIVERSIFIEDCODI-PC1,981$45,7220.01%
235FERGUSON ENTERPRISES INCFERG249$43,3420.01%
236FASTENAL COFAST600$43,1460.01%
237WALMART INCWMT408$36,9480.01%
238ESSENTIAL UTILS INC29670G102962$34,9400.00%
239TAYSHA GENE THERAPIES INCTSHA20,000$34,6000.00%
240CANADIAN NATL RY CO136375102325$32,9910.00%
241ITERUM THERAPEUTICS PLCITRMF16,000$28,3200.00%
242CHEVRON CORP NEWCVX195$28,2440.00%
243GENESIS ENERGY L PGEL2,642$26,7110.00%
244EXXON MOBIL CORPXOM241$25,9250.00%
245THE ONCOLOGY INSTITUTE INC68236X10081,362$25,1410.00%
246KANDI TECHNOLOGIES GROUP INCKNDI20,001$24,0020.00%
247TJX COS INC NEW872540109183$22,1090.00%
248CONOCOPHILLIPSCOP219$21,7190.00%
249MCDONALDS CORPMCD74$21,4520.00%
250KINDER MORGAN INC DELEP-PC744$20,3860.00%
251VISA INCV59$18,6470.00%
252PEPSICO INCPEP100$15,3420.00%
253DEERE & CODE35$14,8870.00%
254MARATHON PETE CORPMARA106$14,7870.00%
255JOHNSON & JOHNSONJNJ100$14,4620.00%
256NEXTERA ENERGY INCNEE-PW200$14,3380.00%
257EATON CORP PLCETN39$12,9430.00%
258BOEING COBA-PA60$10,6200.00%
259HCA HEALTHCARE INCHCA33$9,9050.00%
260SHERWIN WILLIAMS COSHW26$8,8390.00%
261SUN CMNTYS INC86667410470$8,6080.00%
262LENNAR CORPLEN-B58$7,9100.00%
263MASTERCARD INCORPORATEDMA15$7,8990.00%
264PARKER-HANNIFIN CORPPH11$6,9970.00%
265CSX CORPCSX216$6,9710.00%
266BLACKSTONE INCBX35$6,0350.00%
267APPLIED MATLS INC03822210536$5,8550.00%
268DANAHER CORPORATION23585110216$3,6780.00%
269CHIPOTLE MEXICAN GRILL INCCMG50$3,0150.00%
270THERMO FISHER SCIENTIFIC INCTMO4$2,0830.00%
271ORACLE CORPORCL-PD11$1,8340.00%
272CROWDSTRIKE HLDGS INCCRWD3$1,0270.00%
273FEDEX CORPFDX2$5660.00%